Scheduling Appointments > Appointment Reports > Running Label, Postcard, and Directory Reports

Printing Appointment Reminder Postcards

You can print appointment reminder postcards to remind your patients of the date and time of their next scheduled appointment.

Sample Postcard

To print appointment reminder postcards:

  1. Select Reports > Recall/Appt > Labels/Postcards/Dir > Appt Remind Postcards. The Output Options window is displayed.

  2. Select from the following:

  3. To print individual postcards on a dot-matrix printer, select Printer.

  4. To print postcards on a laser printer, select Laser Postcard File.

Click OK. The Confirmation List Report Setup window is displayed.

  1. In the Dates section, do the following:

  2. Click the drop-down arrows to select the Start and Stop dates from a calendar.

  3. To print postcards for appointments made a specified number of days before the current date, type the number in the field, or leave as 0.

  1. In the Patient User Codes section, type the user codes you want to include or exclude from printing.

  1. In the Appointments section, deselect an option to limit the types of appointments for which postcards are printed.

  2. In the Dentist IDs section, click the drop-down arrows in the Start and Stop fields to select a range of doctors, or leave 999 to include all doctors.

  3. In the Options section, select from the following:

  4. Deselect the Exclude if no Address option if you want to print postcards for patients with no address.

  5. Select the Include Inactive Patients option to print postcards for inactive patients.

  1. In the Code Ranges section, click the drop-down arrows to select up to five code ranges for which to print postcards.

  2. To specify a single code, type the code in the left column and leave the right column 0.

  1. Click OK.

  2. If you selected the Printer option, the Printer Selection window is displayed. Verify the selected printer and click OK.

OR

 

If you selected the Laser Postcard File option, select Reports > Print Laser Postcards. The Laser Postcards window is displayed, and the number of postcards to be printed is displayed in the Count column.

Select Appt Remind Postcards, and select Print Selected from the Options section of the Express bar or Options menu. A confirmation message is displayed. Click Yes. The Print window is displayed.

Verify the selected printer and click OK. A message is displayed, asking if the postcards should be cleared. Verify that the postcards have printed correctly, and click Yes.